Category: Salesforce

Salesforce Einstein Winter '20 Enhancements
Oct 29, 2019
Salesforce Einstein Winter ’20 Enhancements

Ad Victoriam’s consultants have been spending a lot of time interacting with many of the new features in Salesforce’s Winter ’20 Release, including some exciting updates made to Einstein Analytics, which we’re excited to share with you now. Einstein Forecasting AdVic Overview: Now get support for Quarterly Forecasting. Salesforce Description: Do you use a quarterly […]

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Salesforce Consultants Share Dreamforce Tips
Oct 24, 2019
Salesforce Consultants Share Dreamforce Tips

As the excitement continues to build for Salesforce’s highly anticipated Dreamforce 2019, Ad Victoriam polled our seasoned Dreamforce-attending veteran consultants for tips on how to make the most of your time there, especially if you are a newbie Trailblazer on your first adventure. What to Wear/Bring 1. With over 2,700 Dreamforce sessions and workshops, exhibits, […]

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ConnectCare with Salesforce Health Cloud
Oct 22, 2019
Connect Care with Salesforce Health Cloud

For the past decade, hospitals and physicians have been transitioning from paper-based to electronic health records (EHR) to connect care. They have done this to expedite the exchange of patient information, with the hope that it will also, somehow, optimize patient revenue streams. In that time, more than 95 percent of hospitals and nearly 90 […]

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Lightning Strikes in the Salesforce Winter '20 Release
Oct 15, 2019
Lightning Strikes in the Salesforce Winter ’20 Release

Excitement spreads through Ad Victoriam when Salesforce releases new features! The Winter ’20 Release has numerous advances for its Lightning Experience, ones we can’t wait to dive into. Ad Victoriam’s consultants have been spending a lot of time interacting with these features and we’re ready to share a few of the best new Lightning Winter […]

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Outsourcing My Salesforce Implementation
Sep 27, 2019
Outsourcing My Salesforce Implementation

Here’s a question that might be keeping you up at night: Do I need to outsource my Salesforce® implementation? And while there is no simple answer to that question, as a decision to outsource can be a strategic and tactical choice, the answer will most certainly be based on your own company’s internal structure, talent, […]

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Why Business Users Love Salesforce Lightning
Sep 24, 2019
Why Business Users Love Salesforce Lightning

Truth be told, Salesforce® really built Lightning Experience for everyone, and that includes business users. Whether you’re in Sales or Service, Lightning Experience helps Salesforce business users soar to the highest levels of productivity, with features like Kanban, Path and Guidance, Opportunity Workspace, Split View, mass inline edit in List View, Keyboard Shortcuts, Lightning Console […]

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Salesforce Lightning Rollout Blog Image
Sep 10, 2019
9 Steps to a Successful Salesforce Lightning Rollout

It’s unlikely that you haven’t heard, but to be safe, here’s a reminder: the Salesforce Lightning rollout is starting in Winter ‘20. If that fact has left you bewildered (or starting to panic), let’s clarify a few things before we get to the 9 steps to a successful Lightning rollout: First, know that with the […]

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Salesforce World Tour Stops in Atlanta
Sep 03, 2019
Salesforce World Tour Stops in Atlanta

Do you live in and around the Atlanta, Georgia, area – or plan to be – on Wednesday, September 18, 2019?  If so, you will not want to miss the opportunity to join Salesforce® and the Ad Victoriam team at the Salesforce’s World Tour Stop at Atlanta’s Georgia World Congress Center. The day will be […]

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Winning Strategies to Increase Salesforce Adoption
Aug 29, 2019
Winning Strategies to Increase Salesforce Adoption

Picture this… Tomorrow is your company’s long-awaited go-live date for your brand new Salesforce® CRM. In it, you have built some exceptional apps and features for your team and you can’t wait to roll them out. But then you ask yourself, “Will our team actually adopt using it, and have we as a company done […]

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Salesforce Summer Release - FSL Highlights
Aug 27, 2019
Salesforce Summer Release – FSL Highlights

As Ad Victoriam’s consultants continue to delve deeply into Salesforce’s Summer ‘19 Release highlights (read our recommendations for admins and Einstein Analytics), we’re highlighting some awesome enhancements you can initiate now regarding FSL (Field Service Lightning). The 411 on Field Service Lightning Management FSL is designed to connect your workforce and enable them to deliver […]

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